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Boliden


Новости

Barclays sees decent Q4 with seasonality tailwinds for European miners

BUZZ-Barclays sees decent Q4 with seasonality tailwinds for European miners ** Barclays says European miners could have a decent Q4 with seasonality tailwinds, near-term support for base metals from potential China stimulus and global rate cuts ** Any benefits from Chinese stimulus are likely to be felt in a (modest) acceleration in base metals demand from accelerating the equipment/appliance upgrading program, with steel & iron ore demand largely unchanged, it says ** Global central banks movin
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Adidas AG, Covivio SA, L'Oreal

EUROPE RESEARCH ROUNDUP-Adidas AG, Covivio SA, L'Oreal Oct 16 (Reuters) - Securities analysts revised their ratings and price targets on several European companies including Adidas AG, Covivio SA and L'Oreal, on Wednesday. HIGHLIGHTS * Adidas AG ADSGn.DE : RBC raises target price to EUR 265 from EUR 260 * Covivio SA CVO.PA : JP Morgan raises to overweight from neutral * L'Oreal OREP.PA : JP Morgan cuts to underweight from neutral * OCI NV OCI.AS : JP Morgan cuts to neutral from overweight * Wizz
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Top of the Street: Anglo American, Boliden, Brenntag, Wacker Chemie

BUZZ-Top of the Street: Anglo American, Boliden, Brenntag, Wacker Chemie A round-up of notable broker activity this morning from Europe's top-ranked* analysts: ** Stifel raises German chemicals distributor Brenntag BNRGn.DE to "buy" from "hold" citing a potential upside to the stock price, and says it expects 2025 to be the second year of earnings recovery for the diversified chemicals sector ** J.P.Morgan cuts Anglo American AAL.L to "neutral" from "overweight" and Boliden BOL.ST to "underweigh
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JPM says US election risk not yet reflected in metal prices

BUZZ-JPM says US election risk not yet reflected in metal prices ** J.P.Morgan says that while industrial metal prices have priced in China's monetary policy easing, they do not yet reflect tariff risks if Donald Trump wins the U.S. presidential election ** It points to the previous Trump administration's trade protectionism and the 25% tariffs on U.S.
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Anglo American, Boliden, Central Asia Metals

EUROPE RESEARCH ROUNDUP-Anglo American, Boliden, Central Asia Metals Oct 10 (Reuters) - Securities analysts revised their ratings and price targets on several European companies including Anglo American, Boliden and Central Asia Metals, on Thursday. HIGHLIGHTS * Anglo American AAL.L : JP Morgan cuts to neutral from overweight * Boliden AB BOL.ST : JP Morgan cuts to underweight from neutral * Central Asia Metals Plc CAML.L : Berenberg cuts to hold from buy * Fevertree Drinks Plc FEVR.L : Exane BN
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Zinc facing supply deficit as mine output falls again: Andy Home

RPT-COLUMN-Zinc facing supply deficit as mine output falls again: Andy Home Repeats item sent previously with no changes to text By Andy Home LONDON, Oct 9 (Reuters) - The global zinc market is facing a sizeable supply deficit in 2024 as a raw materials squeeze forces smelters to reduce production of refined metal. The International Lead and Zinc Study Group (ILZSG) has significantly revised its assessment of zinc market dynamics since it last met in April.
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Zinc facing supply deficit as mine output falls again: Andy Home

COLUMN-Zinc facing supply deficit as mine output falls again: Andy Home By Andy Home LONDON, Oct 9 (Reuters) - The global zinc market is facing a sizeable supply deficit in 2024 as a raw materials squeeze forces smelters to reduce production of refined metal. The International Lead and Zinc Study Group (ILZSG) has significantly revised its assessment of zinc market dynamics since it last met in April.
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Citi sees operational recovery for European metals & mining in Q3

BUZZ-Citi sees operational recovery for European metals & mining in Q3 ** Citi expects Q3 production results from European metals & mining companies to reflect the start of an operational recovery after a weak first half of the year ** It sees small recovery in iron ore and copper production and flattish coal production, while diamonds and platinum
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Imperial Brands, Kingfisher, Nestle SA

EUROPE RESEARCH ROUNDUP-Imperial Brands, Kingfisher, Nestle SA Oct 9 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Imperial Brands , Kingfisher and Nestle SA, on Wednesday. HIGHLIGHTS * Aixtron AIXGn.DE : Deutsche Bank cuts to hold from buy * ING INGA.AS : Deutsche Bank cuts to hold from buy * Imperial Brands IMB.L : JP Morgan raises target price to 2,600p from 2,250p * Kingfisher KGF.L : HSBC raises target price to 360p from 305
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European metal and mining stocks slip on China stimulus disappointment

BUZZ-European metal and mining stocks slip on China stimulus disappointment ** Shares in European metal and mining stocks slide, tracking a fall in base metals prices on China stimulus disappointment ** Erste Group analyst Jakub Szkopek says Tuesday's briefing of China's National Development and Reform Commission stopped short of large stimulus ** "Given much expectations for further stimulus in the lead up to the event, commodities are taking the brunt of the disappointment and will likely rema
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Boliden, Komatsu Deepen Cooperation Around Fossil-Free Mining

BRIEF-Boliden, Komatsu Deepen Cooperation Around Fossil-Free Mining Sept 25 (Reuters) - Boliden AB BOL.ST : BOLIDEN AND KOMATSU DEEPEN COOPERATION AROUND FOSSIL-FREE MINING Source text for Eikon: ID:nWkrbW9SDj Further company coverage: BOL.ST (Gdansk Newsroom)
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European metal and mining groups jump as China unveils stimulus

BUZZ-European metal and mining groups jump as China unveils stimulus ** Shares in European metal and mining groups rise after China's central bank announced monetary stimulus and market support measures to spur slowing economic growth ** The pan-European basic resources index .SXPP is up 4.3% to its highest since early August ** Anglo American AAL.
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MS sees seasonal restock to bring metals & mining back into focus

BUZZ-MS sees seasonal restock to bring metals & mining back into focus ** As China's steel demand indicators disappoint, Morgan Stanley says a seasonal restock would bring the metals & mining sector back into focus ** Says, prospects of a meaningful demand inflection in China remain limited in the absence of more decisive stimulus, but sees a modes
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ASOS, JTC, London Stock Exchange

EUROPE RESEARCH ROUNDUP-ASOS, JTC, London Stock Exchange Sept 19 (Reuters) - Securities analysts revised their ratings and price targets on several European companies including ASOS, JTC and London Stock Exchange, on Thursday. HIGHLIGHTS * ASOS Plc ASOS.L : HSBC cuts to reduce from hold * JTC Plc JTC.L : RBC raises target price to 1,100p from 980p * London Stock Exchange LSEG.L : HSBC raises target price to 10,000p from 9,400p * Nordic Semiconductor ASA NOD.OL : Barclays cuts target price to NOK
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'Last of the negative catalysts?', UBS upgrades Boliden

BUZZ-'Last of the negative catalysts?', UBS upgrades Boliden ** UBS raises Swedish miner Boliden BOL.ST to "neutral" from "sell", saying the market now better understands and has priced in challenges the company has been facing ** The delay and EUR 100 mln cost-increase in the start-up of the Odda smelter expansion are the latest in a series of neg
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Alstom, Siemens, Tesco

EUROPE RESEARCH ROUNDUP-Alstom, Siemens, Tesco Sept 13 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Alstom, Siemens and Tesco, on Friday. HIGHLIGHTS * Alstom ALSO.PA : HSBC raises target price to EUR 26 from EUR 24 * Hexagon AB HEXAB.ST : HSBC cuts target price to SEK 110 from SEK 120 * Siemens AG SIEGN.DE : HSBC cuts target price to EUR 140 from EUR 150 * Tesco TSCO.L : Citigroup raises target price to 425p from 350p * Travis P
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Sweden's Boliden flags delay, cost increase at Norway zinc smelter

UPDATE 1-Sweden's Boliden flags delay, cost increase at Norway zinc smelter Adds detail in paragraphs 2,3 HELSINKI, Sept 12 (Reuters) - Swedish miner Boliden BOL.ST said on Thursday the expansion of its Odda zinc smelter in Norway will take longer than expected due to a delay in construction work and that the cost will increase by 100 million euros ($110.16 million).
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Sweden's Boliden flags delay, cost increase at Norway zinc smelter

Sweden's Boliden flags delay, cost increase at Norway zinc smelter HELSINKI, Sept 12 (Reuters) - Swedish miner Boliden BOL.ST said on Thursday the expansion of its Odda zinc smelter in Norway will take longer than expected and that the cost will increase by 100 million euros ($110.16 million). ($1 = 0.9078 euros) Reporting by Elviira Luoma, editing
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Boliden Updates Expansion Project Odda, Capital Expenditure Guidance 2025

BRIEF-Boliden Updates Expansion Project Odda, Capital Expenditure Guidance 2025 Sept 12 (Reuters) - Boliden AB BOL.ST : UPDATE EXPANSION PROJECT ODDA AND CAPITAL EXPENDITURE GUIDANCE 2025 DELAY MEANS AN INCREASE IN COST OF PROJECT OF EUR 100 M TOTAL CAPITAL EXPENDITURES FOR 2024 ARE STILL ESTIMATED AT SEK 15.5 BLN TOTAL CAPITAL EXPENDITURES FOR 202
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Alcon, Rockwool, Zealand Pharma

EUROPE RESEARCH ROUNDUP- Alcon, Rockwool, Zealand Pharma Sept 10 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Alcon, Rockwool and Zealand Pharma, on Tuesday. HIGHLIGHTS * Alcon AG ALCC.S : RBC raises to outperform from sector perform * Maersk MAERSKb.CO : JP Morgan resumes coverage with underweight rating; target DKK 8,575 * Rockwool ROCKB.CO : HSBC raises target price to DKK 3,200 from DKK 3,100 * Wizz Air WIZZ.L : JP Morgan cu
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